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Limited Access with Space Sharing (edited)

MoneySkeets

It's great that we can now share access to our account say with a spouse or financial advisor but I would like to be able to control the level of access. At its simplest level view only vs full access.

Further by function - so add or delete accounts, modify spending plans, viewing by accounts, ability to edit transactions by account

thanks!

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In Review

Feature Request

Space Sharing

Status: In Review

Comments

Coach Natalie

Hello @MoneySkeets,

Thanks for sharing your suggestion with the Community!

For the ability to select specific accounts to share with Space Sharing, please be sure to add your votes here:

https://community.simplifimoney.com/discussion/4380/ability-to-select-specific-accounts-to-share-or-not-with-space-sharing

-Coach Natalie

ekv

Yes, I agree. I would really want this! It's almost a requirement for me moving forward. At a minimum, I would want to give access to all of the data…but "read-only" so they can see everything, but I know that nothing will be modified or changed.

KP_9

Hi @Coach Natalie, very glad to see Simplifi working to enhance Space Sharing. I'd like to pass along a few feature requests for Space Sharing - is there a discussion for general feedback/feature requests? Happy to edit and paste the below there instead.

The ability to grant read-only sharing access. Many users of this feature are looking for financial transparency, not active co-management (the only reason write/edit would be needed). The concept of "least privilege" is one of the foundational principles of keeping any data secure, so please allow folks to grant visibility but not risk anything in our Simplifi spaces getting edited or changed (accidental or intentional)!
Ability to select which accounts are shared. As others have mentioned, some users might only want to share a subset of their accounts with another person. Would be great to select which assets/liabilities are included in sharing.
Ability to set, and view metrics/reports on, joint Savings Goals. Say a couple is saving for a down payment, to which they'll both contribute eventually, but are each saving in their respective personal accounts for now. Being able to track a shared Savings Goal that includes certain accounts from both of their Simplifi profiles would be enormously helpful in tracking progress toward shared savings priorities while keeping actual financial accounts/Simplifi profiles separate.
1. Side note - being able to tie multiple accounts, including investment accounts, to a Savings Goal is desperately needed, especially for anyone saving for larger life purchases like housing, education, retirement, etc., as those funds are usually invested and not in Checking/Savings accounts. Please prioritize implementing this! I don't use Savings Goals at all today because all my goals involve both multiple accounts and investment accounts.
Combined big picture/shared view financial reporting. With more couples opting to maintain independent finances, which has plenty of benefits, one admitted downside is the difficulty in seeing big picture across both portfolios. It would be incredible if Simplifi could aggregate two Shared Spaces' assets, liabilities, net worth, spending category volumes, etc. into a new "combined" section/dashboard that both people could see, providing a big picture view of all assets and spending across both portfolios. I think many folks would love this, and as a bonus for Quicken, would probably be drive new sign-ups as users encourage their financially-independent partners to create their own accounts (if this existed today, I'd be encouraging my partner to sign up ASAP!).
Ability to have a Shared Space with more than one person. I've gifted Simplifi subscriptions for younger members of my extended family to help them establish good financial habits while still in school, and they've mentioned wanting to share with multiple people - such as their parents and me (for accountability and planning help). Similarly, people might want to share with both their spouse and a financial advisor or tax professional.

Peedge

https://community.simplifimoney.com/discussion/5006/limited-access-with-space-sharing-edited

Agreed, we need more options for sharing than what's currently available, with the ability to set the access with those we share with. I created an account and shared with my spouse, so gave them full access. Recently our financial advisor asked if they could review our current finances and not only is there not an option to share with more than 1 person, the only access I would be able to grant our financial person is FULL access which seems fairly ridiculous. I can understand limiting access but sharing with 2 others should be the minimum rather than only 1 other person, and we need to be able to set their level of access.

I can envision granting some sort of access to children or other family members as one gets older as well. Which again, means we need sharing options expanded and refined beyond the current available options.

emkap

Agree that more functionality is needed for Space Sharing. My partner and I share some accounts but not all. I need to be able to view my personal accounts + our joint accounts, and want my partner to be able to view his personal accounts + our joint accounts. I'm really, really hoping that this will be possible with Simplifi soon, or I'll probably need to look to other tools.

WarBear

Yes please, I really need view only access, I dont want someone accidentally messing up the many hours I've spent creating rules and plans and organizing things.

SRC54

This makes sense and is a good suggestion, especially for financial advisors. It won't matter to me. I share with my wife, and I don't think she EVER looks at it. Upvoted.

Flopbot

@SRC54 , do you keep two separate Simplifi accounts? One for you and one for your wife?

SRC54

@Flopbot No, she has access to my account through Shared Spaces. She isn't so keen. I tell her she should at least look at it once in a while in case something happens to me.

**Not that there aren't actual files in my desk, but with Simplifi, one can see exactly what to look for. Of course, they are all joint accounts. But all our bills are emailed to me. Stuff like that.

gerardv514

upvoting here. I would like to share out a space, as an example to my accountant, but pick and choose which accounts are shared out because they would not be responsible for all accounts.

Also providing granular permissions of read only either to certain account or all account in that shared space would be great too.

R C

Yes please. As far as I can tell, sharing doesn't currently actually do anything. They have a different password, but all the same access and control as if I just gave them my password. What is the point of that?

DryHeat

@R C

They have a different password, but all the same access and control as if I just gave them my password. What is the point of that?

Right now, about the only advantage I can think of is that you can revoke the rights of the person you have shared the space with. So you don't have to change your password to cut them off.

The support docs do say that … maybe … there will be a way to limit access in the future. But not now.

Shb

A feature where you can share custom level view access with another person would be great. I share the full view with my sife and I want to share only the investment level view with an advisor (on a temp basis, may be time limited). There are parts of the portfolio that I don't want to share but can't find a feature to do it.